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Invesco BulletShares 2028 Corporate Bond ETF

105 hedge funds and large institutions have $314M invested in Invesco BulletShares 2028 Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 44 increasing their positions, 19 reducing their positions, and 5 closing their positions.

Holders
105
Holders Change
+28
Holders Change %
+36.36%
% of All Funds
1.69%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
33
Increased
44
Reduced
19
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$27.5M 1,402,466 -270,402 -16%
WSTAM
2
Wilbanks Smith & Thomas Asset Management
Virginia
$26.8M 1,364,396 +220,090 +19%
EB
3
Eastern Bank
Massachusetts
$25.3M 1,287,394 -36,586 -3%
MFWM
4
Motley Fool Wealth Management
Virginia
$24.3M 1,236,645 -80,915 -6%
Wells Fargo
5
Wells Fargo
California
$20.8M 1,058,032 +431,527 +69%
Morgan Stanley
6
Morgan Stanley
New York
$20.7M 1,056,890 +142,899 +16%
TF
7
TLWM Financial
Texas
$14.6M 743,053 +743,053 New
HighTower Advisors
8
HighTower Advisors
Illinois
$14M 712,741 +712,741 New
RJFSA
9
Raymond James Financial Services Advisors
Florida
$9.32M 475,264 -116,047 -20%
Bank of America
10
Bank of America
North Carolina
$9.32M 475,246 +63,712 +15%
LPT
11
Legacy Private Trust
Wisconsin
$8.65M 441,174 +1,545 +0.4%
CPC
12
Cookson Peirce & Co
Pennsylvania
$8.57M 436,905 +21,503 +5%
TA
13
TruWealth Advisors
Louisiana
$8.09M 412,251 +412,251 New
ADL
14
Asset Dedication LLC
California
$6.68M 340,538 +12,683 +4%
LPL Financial
15
LPL Financial
California
$5.28M 269,292 +153,981 +134%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$5.2M 264,931 -2,353 -0.9%
MWM
17
Marietta Wealth Management
Georgia
$4.79M 244,223 +244,223 New
RC
18
Rovin Capital
Arizona
$3.66M 186,715 +186,715 New
CIC
19
Carnegie Investment Counsel
Ohio
$3.09M 157,711 +9,261 +6%
SCA
20
Stonebridge Capital Advisors
Minnesota
$2.85M 145,327 +21,318 +17%
CG
21
Colony Group
Massachusetts
$2.76M 140,822 +15,474 +12%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$2.56M 130,551 -16,903 -11%
NCM
23
Novare Capital Management
North Carolina
$2.38M 121,416 +121,416 New
CP
24
Camelot Portfolios
Ohio
$2.32M 118,185 +15,744 +15%
SAM
25
Secure Asset Management
Michigan
$2.27M 115,631 +115,631 New